Biltmore Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Biltmore Family Office’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.54M	Sell	9,522 -55	-0.6%	-$36.7K	0.86%	23
2026 Q1	$5.72M	Buy	9,577 +95	+1%	+$59.4K	0.8%	26
2025 Q4	$5.95M	Buy	9,482 +1,694	+22%	+$1.05M	0.82%	25
2025 Q3	$4.78M	Buy	7,788 +66	+0.9%	+$38.9K	0.68%	29
2025 Q2	$4.4M	Buy	7,722 +204	+3%	+$107K	0.74%	24
2025 Q1	$3.86M	Buy	7,518 +1,253	+20%	+$677K	0.66%	27
2024 Q4	$3.38M	Sell	6,265 -1,165	-16%	-$631K	0.57%	31
2024 Q3	$3.93M	Buy	7,430 +545	+8%	+$277K	0.67%	25
2024 Q2	$3.46M	Buy	6,885 +61	+0.9%	+$29.4K	0.64%	28
2024 Q1	$3.28M	Hold	6,824	–	–	0.65%	29
2023 Q4	$2.98M	Sell	6,824 -1,589	-19%	-$651K	0.61%	27
2023 Q3	$3.32M	Buy	8,413 +208	+3%	+$85K	0.75%	20
2023 Q2	$3.35M	Sell	8,205 -682	-8%	-$263K	0.71%	22
2023 Q1	$3.34M	Buy	8,887 +682	+8%	+$250K	0.7%	23
2022 Q4	$2.88M	Sell	8,205 -75	-0.9%	-$26.5K	0.59%	27
2022 Q3	$2.73M	Sell	8,280 -2,500	-23%	-$913K	0.63%	27
2022 Q2	$3.75M	Hold	10,780	–	–	0.94%	17
2022 Q1	$4.48M	Buy	10,780 +5	+0%	+$2.05K	0.96%	16
2021 Q4	$4.7M	Sell	10,775 -5,253	-33%	-$2.22M	0.89%	17
2021 Q3	$6.34M	Sell	16,028 -4,325	-21%	-$1.75M	1.53%	9
2021 Q2	$8.04M	Sell	20,353 -7,100	-26%	-$2.73M	2.28%	5
2021 Q1	$10M	Sell	27,453 -4,300	-14%	-$1.52M	3.12%	4
2020 Q4	$10.9M	Buy	31,753 +25,800	+433%	+$8.41M	3.28%	4
2020 Q3	$1.84M	Buy	5,953 +1,253	+27%	+$382K	1.03%	24
2020 Q2	$1.34M	Hold	4,700	–	–	0.81%	29
2020 Q1	$1.11M	Hold	4,700	–	–	0.73%	33
2019 Q4	$1.39M	Buy	+4,700	New	+$1.33M	0.56%	45

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Biltmore Family Office's VOO Position: Q2 2026 in Review

Biltmore Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 0.57% in Q2 2026, selling an estimated $36.7K and leaving 9,522 shares worth $6.54M. The position accounts for 0.86% of the portfolio, ranked #23.

Biltmore Family Office first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q4 2020. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Biltmore Family Office held 9,522 shares of Vanguard S&P 500 ETF worth $6.54M as of Q2 2026.
Biltmore Family Office sold 55 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $36.7K.
Vanguard S&P 500 ETF made up 0.86% of Biltmore Family Office's portfolio in Q2 2026, its #23 holding.
Biltmore Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Biltmore Family Office's Vanguard S&P 500 ETF position peaked at $10.9M in Q4 2020.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.